Summit X, LLC Welltower Inc. Transaction History

Summit X, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Jan 29, 2021	SELL	$52.26 - $67.84 $27,645 - $35,887	-529 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$49.2 - $61.12 $26,026 - $32,332	529 New	529 $661,000
Q1 2020 May 13, 2020	SELL	$33.22 - $89.84 $174,172 - $471,031	-5,243 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$77.4 - $92.21 $77 - $92	1 Added 0.02%	5,243 $426,000
Q3 2019 Oct 15, 2019	SELL	$81.74 - $92.46 $14,467 - $16,365	-177 Reduced 3.27%	5,242 $477,000

Q2 2019 Aug 13, 2019	SELL	$71.76 - $84.63 $24,398 - $28,774	-340 Reduced 5.9%	5,419 $444,000
Q1 2019 May 13, 2019	SELL	$67.29 - $78.72 $62,848 - $73,524	-934 Reduced 13.95%	5,759 $446,000
Q4 2018 Feb 13, 2019	SELL	$61.6 - $74.72 $159,112 - $193,001	-2,583 Reduced 27.85%	6,693 $468,000
Q3 2018 Nov 01, 2018	SELL	$61.7 - $67.46 $22,150 - $24,218	-359 Reduced 3.73%	9,276 $598,000
Q2 2018 Sep 24, 2018	BUY	$50.01 - $62.69 $314,862 - $394,696	6,296 Added 188.56%	9,635 $602,000
Q2 2018 Aug 13, 2018	SELL	$50.01 - $62.69 $329,965 - $413,628	-6,598 Reduced 66.4%	3,339 $602,000
Q1 2018 May 23, 2018	BUY	$52.03 - $64.14 $24,714 - $30,466	475 Added 5.02%	9,937 $542,000
Q4 2017 Jan 23, 2018	BUY	$63.27 - $69.55 $26,446 - $29,071	418 Added 4.62%	9,462 $603,000
Q3 2017 Oct 17, 2017	BUY	$69.91 - $75.36 $27,404 - $29,541	392 Added 4.53%	9,044 $635,000
Q2 2017 Aug 14, 2017	BUY	N/A	8,652	8,652 $644,000

1,025

517M

1.3M

717K

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $48.6B
Description
Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...

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